Unpost a Billing with an Applied Cash Receipt or Credit Memo

Overview

In general, a record cannot be unposted if it is associated with other records. However, Accounting Seed provides the ability to unpost a Billing, even if the related Cash Receipt or Credit Memo has not been unapplied. This can be a time saver when you need to make modifications.

Once the Billing is unposted, you can edit certain fields on the Billing. For example, you might want to edit the Project(s) or Project Task(s) on a Billing. Or, perhaps, a Billing was posted to an incorrect GL Account. You can edit the Billing to update it with the correct GL Account. Then, once the modifications are completed, you can repost the Billing, as necessary.

This information might be helpful to keep in mind when performing tasks such as the following: